Sales by Country Report

Introduction

This report shows where your sales are coming from. See a list of countries, along with the number of sales and total revenues from each, during the selected date range.

Run a Report

Follow these steps to run the Sales by Country report:

1. Login to the SegPay Merchant Portal at: https://mp.segpay.com, and point your mouse at the Performance Reporting menu. Select Sales by Country.

The following steps will help you generate a report with the data you want.

Click the Saved Reports menu if you have run the Sales by Country report before and want to retrieve a specific report you’ve run previously, so you don’t have to re-create it (see the Saved Reports section near the end of this document for more detail). Otherwise, see step 2 below to generate a new report.

2. Click the date-selector box and choose the time period you want to report on. Select Today, Yesterday, This Month (the current calendar month), Last Week (the last completed Sunday-Saturday period), Last 7 Days, Last 30 Days, Last Month (the previous calendar month) or pick a Custom Range and click a start date, then an end date in the calendars:

3.Next, select the merchant account(s) you want to see in the report (assuming you have more than one). Notice the search box, which comes in handy if you have a long list of merchants to scroll through.

 4. If you’ve had sales in multiple currencies, you can choose which specific sales to see, by currency. Your options are US Dollar (USD), Euros (EUR) or British Pounds (GBP).

5. Select which specific Cash program(s) you want included in the report. This groups your websites together by the cash/affiliate program(s) they are associated with, so it may be easier for you to report by cash program instead of selecting URLs in the next step. Note: Select “None” to include websites that are not associated with any Cash program. The report will show sales associated with the cash program(s) you select here.

6. Click the URL(s) menu to see a list of your websites. If you selected specific cash program(s) in the previous step, you will only see URLs associated with the selected programs. All URLs are selected by default, but you can select only specific sites to be included in the report. Note the Search box, which makes it easier to find a specific site if you have a large list.

 

 7. Select the types of sales you want included in the report:

a. Signups: transactions resulting from an initial signup.

b. Conversions: transactions that occur when a trial period converts to a full membership.

cRebills: transactions resulting from recurring subscription charges (includes one-click transactions as well). 

Click Select All to include all types of transactions in the report.

8. Select how you want customer country to be determined:

a. Customer Country: Country is taken from the customer’s billing address.
b. IP Country: Country is taken from the referring IP address on the customer’s computer/device when the transaction occurred.

9. Click Generate Report. By default, results are sorted by Merchant ID, and arranged alphabetically under each merchant (if you have more than one). Each row represents a combination of a country and currency type, and displays the number of sales, and total monetary amount, for each of those combinations. If you are viewing multiple currencies, the total sales amount at the bottom of the report will reflect blended currencies.

 

Customize Report Results

Click on any column header in the report to sort the results according to the values in that column. For example, click the Sales Count column header to sort by the country/currency combo with the least sales to the most. Click it again to re-sort from most to least.

You can filter the data in some columns by clicking the inverted triangle icon next to the column header (see image below). Choose an option, such as “is equal to” and type the value you want to filter for. For example, “is equal to” EUR will only show rows where the value in the column you filtered is EUR.

 

Grouped Data

You can group rows together under a common category sub-heading. For example, click on the Country column header, then drag and drop it to the blue bar at the top of the report to group the data by country: 

You can drag and drop two columns to group by both. For example, drag Currency and Country, as in the following image:

Staying with the example above, you can reverse the grouping by clicking the Currency label in the blue bar, then dragging and dropping it to the left of Country. That will group the data by Currency first with individual countries under each currency:

 

Items per Page

By default, the report will display 25 results per page, maximum. Click the Items per Page menu below the report to increase the results per page to 50, 100 or “All” (to see all results on one page).

 

Saved Reports

You can save any report you run, so you don’t have to re-create it the next time. After running the report, click Save this Report in the top-right area of the report.  You’ll see the following window:

 

Click Add Report (in the top-left area of the window), give your saved report a name and click Save. Now, any time you click Save this Report, you’ll see your existing reports listed, with the ability to delete your saved report, or edit its name.

 

Note that your saved report will include the settings you selected in steps 1-7 above; however if you sorted or grouped the report by any specific column(s), the saved report will not include those customizations.

Once you’ve saved a report, you can retrieve it at any time by visiting the Declined Transactions report page, clicking the Saved Reports menu and selecting the report you want to see:

 

If you want to make changes to a saved report, just open the report, make your changes and click Save this Report. Then click Overwrite to update the report with your changes.

 

Export Reports to a File

You can export your reports to CSV, PDF or Excel files. Just click Download in the top-right area of the report. Then enter a file name, select a file type (CSV, PDF or XLSX) and click Save.

 

The report will be saved to the Downloads folder on your computer.

Please feel free to let us know any thoughts or suggestions you have about this report or anything else, by emailing Techsupport@SegPay.com.